Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHJFX (PRINCIPAL LIFETIME HYBRID INCOME FUND CLASS J) | 4.60% | 12.32% | 9.66% | 4.03% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHJFX (PRINCIPAL LIFETIME HYBRID INCOME FUND CLASS J) | 03/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 12.32 | 9.66 | 4.03 | NA | NA | NA | … | … | 4.60 | 10.36 | 7.18 | 10.61 | -13.39 | 4.87 | 9.78 | 11.63 | -1.88 |
| Sharpe Ratio | NA | 1.90 | 1.07 | 0.23 | NA | NA | NA | … | … | 1.29 | 1.17 | 0.64 | 1.13 | -1.53 | 1.17 | 0.93 | 3.76 | -1.07 |
| Standard Deviation(%) | NA | 5.38 | 6.18 | 6.83 | NA | NA | NA | … | … | 6.71 | 6.54 | 5.52 | 6.19 | 9.73 | 4.13 | 10.21 | 2.70 | 3.48 |
| Draw Down(%) | NA | 4.21 | 5.97 | 17.49 | NA | NA | NA | … | … | 4.21 | 5.92 | 2.96 | 5.97 | 17.19 | 2.28 | 11.26 | 0.86 | 5.00 |
| Yield(%) | 0.00 | 4.56 | 3.97 | 3.84 | 3.17 | 2.11 | 1.58 | … | … | 0.00 | 4.71 | 3.23 | 3.77 | 4.18 | 5.38 | 5.00 | 3.02 | 1.92 |
Data as of 06/04/2026, Common starting date is 03/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJFX (PRINCIPAL LIFETIME HYBRID INCOME FUND CLASS J) |
-1.06%
Oct 2020 – Oct 2023 |
2.07%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHJFX (PRINCIPAL LIFETIME HYBRID INCOME FUND CLASS J) |
10.53%
Sep 2022 – Sep 2025 |
4.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart